Financial Education Library for Dentists

Our financial education library is filled with dental-specific insights on investing, retirement planning, personal finance, tax management, insurance, debt management, profitability, and other financial topics. Explore our collection of articles, courses, podcasts, videos, and eGuides.


THIS WEEK’S PODCAST

How Much Is Your Practice Really Worth? – Episode #659

On this episode of the Dentist Money Show, Matt, Jake, and Christine unpack a real-life case study of a dentist who was approached with a roll-up offer from a DSO. They discuss the fine print behind private equity deals, the financial structure, emotional impacts, and the long-term implications of selling to private equity. This episode … Continued




How Much Is Your Practice Really Worth? – Episode #659

On this episode of the Dentist Money Show, Matt, Jake, and Christine unpack a real-life case study of a dentist...

The Cost of Following Financial Influencers – Episode #657

On this episode of The Dentist Money Show, dive in with Matt, Taylor, and Will as they break down the...

How to Coach for Better Patient Outcomes and Profits – Episode #654

Dr. Vivek Solanki from Polaris Healthcare Partners joins Matt this week on the Dentist Money Show to dive into the...

The Psychology Trick That Helps Dentists Stress Less and Focus More – Episode #652

This week on the Dentist Money Show, Ryan and Matt dive into the Blue Dot Effect—a psychological bias that makes...

Where’s Your Money Going? How to Track, Cut, and Align Spending – Episode #649

Is it time to spring clean your spending habits? On this episode of the Dentist Money Show, Jake, Will, and...

Listener Q&R #9: Tax-Loss Harvesting, Wash Sales, Liquidity & Stress – Episode #647

How does tax-loss harvesting help lower your taxes? What are some of the wash sale rules? How does my stress...

Turn Stress into Strategy: Mastering Work-Life Balance as a Dentist – Episode #644

On this episode of the Dentist Money Show, Jake Elm, CFP® has a conversation with his client Dr. Ben Friberg...

Why Uncertainty Feels So Hard and What to Do About It – Episode #642

On this episode of the Dentist Money Show, Dr. Naomi Win from Orion Advisor Solutions, joins Matt to explore the...

4 Mistakes to Avoid during a Dental Practice Transition: Part Two – Episode #639

Thinking about selling your dental practice but not sure where to start? On this episode of the Dentist Money Show,...

What Every Dentist Should Consider Before Merging or Partnering – Episode #637

On this episode of the Dentist Money Show, Kyle Francis, founder of Professional Transition Strategies joins Matt to break down...

4 Mistakes to Avoid during a Dental Practice Transition: Part One – Episode #634

Thinking about selling your dental practice but not sure where to start? On this episode of the Dentist Money Show,...

How Do You Know When Enough Is Enough? – Episode #632

On this episode of the Dentist Money Show, New York Times Columnist Carl Richards, CFP® joins Matt to explore the...